| Annis Gardner Whiting Capital Advisors, LLC | 44 | $4.18K | 0.00% | −15−25.4% | Reduced |
| Transce3nd, LLC | 44 | $4.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $4.12K | 0.00% | −23−35.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 43 | $4.09K | 0.00% | −29−40.3% | Reduced |
| Tortoise Investment Management, LLC | 43 | $4.09K | 0.00% | +25+138.9% | Added |
| First United Bank Trust | 42 | $3.99K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 41 | $3.89K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 40 | $3.80K | 0.00% | +16+66.7% | Added |
| Bare Financial Services, Inc | 39 | $3.71K | 0.00% | +39 | New |
| Redmont Wealth Advisors LLC | 37 | $3.52K | 0.01% | +37 | New |
| Trifecta Capital Advisors, LLC | 34 | $3.23K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $3.23K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $3.23K | 0.00% | +34 | New |
| MorganRosel Wealth Management, LLC | 33 | $3.14K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 33 | $3.14K | 0.00% | +33 | New |
| Addison Advisors LLC | 32 | $3.04K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 31 | $2.95K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $2.85K | 0.00% | +22+275.0% | Added |
| SJS Investment Consulting Inc. | 29 | $2.76K | 0.00% | −22−43.1% | Reduced |
| 1620 Investment Advisors, Inc. | 29 | $2.76K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 28 | $2.66K | 0.00% | +28 | New |
| Kilter Group LLC | 27 | $2.57K | 0.00% | +27 | New |
| Trust Co | 26 | $2.47K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 26 | $2.47K | 0.00% | +26 | New |
| Crewe Advisors LLC | 25 | $2.38K | 0.00% | −20−44.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $2.09K | 0.00% | +3+15.8% | Added |
| Winch Advisory Services, LLC | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 21 | $2.00K | 0.00% | −19−47.5% | Reduced |
| Harbor Investment Advisory, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.90K | 0.00% | +11+122.2% | Added |
| Sachetta, LLC | 19 | $1.81K | 0.00% | −27−58.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $1.71K | 0.00% | +5+38.5% | Added |
| Signature Resources Capital Management, LLC | 18 | $1.71K | 0.00% | +18 | New |
| Core Alternative Capital | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 16 | $1.52K | 0.00% | +5+45.5% | Added |
| HFM Investment Advisors, LLC | 16 | $1.52K | 0.00% | +9+128.6% | Added |
| Anchor Investment Management, LLC | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $1.43K | 0.00% | +8+114.3% | Added |
| Clear Street Markets LLC | 14 | $1.33K | 0.00% | +14 | New |
| TD Capital Management LLC | 13 | $1.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.05K | 0.00% | −23−67.6% | Reduced |
| NVWM, LLC | 11 | $1.05K | 0.00% | +1+10.0% | Added |
| Stephens Consulting, LLC | 11 | $1.05K | 0.00% | +11 | New |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $951 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $951 | 0.00% | +10 | New |
| HM Payson & Co | 9 | $856 | 0.00% | −37−80.4% | Reduced |
| MPWM Advisory Solutions, LLC | 9 | $856 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $760 | 0.00% | −72−90.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $760 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $590 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $584 | 0.00% | −19−76.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 6 | $571 | 0.00% | −18−75.0% | Reduced |
| Beacon Capital Management, LLC | 5 | $493 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $476 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $475 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $398 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $380 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 3 | $286 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 2 | $191 | 0.00% | −3−60.0% | Reduced |
| Legacy Investment Solutions, LLC | 2 | $191 | 0.00% | +2 | New |
| North Capital, Inc. | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 3,898 | – | – | +3,898 | New |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −361,780−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −154,072−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −136,408−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −119,066−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −94,697−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −86,778−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −86,699−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −74,007−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −56,593−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −51,658−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −51,643−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −42,763−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −36,494−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −27,880−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −27,673−100.0% | Sold out |
| CHB Investment Group, LLC | 0 | $0 | 0.00% | −24,681−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −22,566−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −20,719−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −19,550−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −15,444−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −14,206−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −13,815−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −13,247−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,380−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,414−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −9,618−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −8,642−100.0% | Sold out |